In this article
Banana Accounting complements the accounting software you already use, giving you the flexibility to handle special cases and offer services that go beyond traditional bookkeeping.
From investment portfolio accounting and financial forecasting to forensic accounting, trusts and international mandates, Banana helps you turn your accounting expertise into new opportunities for your practice.
The modern accountant: turning change into opportunity
The role of the accountant has evolved. Accounting and tax compliance remain essential, but digitalisation, cloud solutions and AI are making many operational tasks faster and increasingly accessible to clients themselves.
As clients take care of more of their day-to-day bookkeeping, the accountant's expertise becomes valuable in new ways: reviewing their work, interpreting financial data, anticipating problems and helping them make better decisions.
This shift creates new opportunities. By spending less time on repetitive tasks, accountants can manage more clients while focusing their expertise on higher-value advisory and specialised services — from financial analysis and planning to more sophisticated mandates for businesses and private clients with complex needs.
This is what we call the "poliedrico" accountant: a versatile professional who combines accounting expertise, technology, analysis and advisory skills, adapting them to very different clients and situations.
Banana Accounting is designed for precisely this kind of flexibility.
Add flexibility to the software you already use
You don't need to replace your existing accounting or management system. Banana Accounting works alongside it whenever you need more flexibility, customisation or specialised functionality.
Its table-based approach combines the freedom of a spreadsheet with the controls and logic of professional accounting software. You can adapt the chart of accounts, settings and structure to each mandate, start from ready-to-use templates and customise them to the specific needs of each client.
With a single Banana Accounting subscription, you can also create and manage an unlimited number of accounting files, with no additional cost for each new client, company or mandate.
This gives you the freedom to take on very different types of work and develop specialised services that strengthen your expertise and your relationship with your clients.
Here are some of the high-value services you can add to your practice with Banana Accounting:
Accounting reviews and controls
Let your clients manage their day-to-day bookkeeping while you provide the professional oversight.
Banana's accounting checks and verification tools help you review accounts efficiently, identify problems and prepare reports or VAT statements. Clients gain greater independence while you remain their professional point of reference.
Investment portfolio accounting
Help private clients, foundations and organisations gain a clear overview of their financial investments. With Banana Investment Accounting, you can manage shares, bonds, funds and other securities directly within the accounting system, including multi-currency portfolios.
- You always know the quantity and book value of your investments.
- The program automatically calculates gains and losses on sales transactions.
"I oversee several foundations and had to manage investment portfolios with Excel. Every update required time, manual checks, and continuous verification. With Banana Accounting I integrated investment portfolio management and now work faster, with a clear overview of investments." - anonymous user
Precision financial forecasting
Banana's financial forecasting is based on double-entry accounting logic. Create detailed forecasts for liquidity, balance sheet and profit and loss, develop different scenarios and continuously compare forecasts with actual figures. Give entrepreneurs and organisations a clearer basis for decisions about investments, financing and future cash requirements.
Liquidity management and cash flow analysis
Give your clients an up-to-date view of their liquidity and cash flows, helping them understand where their money comes from, where it goes and how their financial position is evolving.
With Banana's Rules for the automatic completion of imported transactions, you can quickly update the accounts with the latest bank transactions and provide cash flow analysis based on data that is current up to the previous day — turning liquidity monitoring into a valuable ongoing advisory service.
Forensic accounting and accounting reconstruction
Special situations require the freedom to work directly with the data. Banana's transparent table-based approach makes it particularly suitable for reconstructing incomplete accounts, analysing transactions, identifying inconsistencies and cleaning up accounting data. It provides accountants and auditors with a professional alternative to complex Excel spreadsheets for unusual or investigative cases.
Trusts, foundations and special mandates
Not every client fits into a standard company structure. Adapt charts of accounts, currencies, reports and accounting structures to trusts, foundations, associations, real estate, entities in other jurisdictions, parallel accounts and other non-standard situations.
Ready-to-use templates provide a starting point and can be customised to each client's requirements with relatively little effort.
Explore all Banana Accounting features for accounting experts...
Why Banana instead of Excel?
When traditional accounting software cannot handle a particular case, Excel is often the natural fallback. It offers flexibility, but formulas must be created and maintained, accounting consistency is not guaranteed and errors can be difficult to detect.
Banana retains the freedom of working in tables while adding accounting intelligence:
- automatic accounting controls
- reliable calculations without complex formulas
- transparent and traceable data
- easy filtering, copying and editing
- professional reports
- files that can be understood and worked on by others
You remain free to work with the data without giving up the safeguards of professional accounting software.
Your clients' data remains under your control
Confidentiality is fundamental when dealing with financial information.
Banana Accounting works locally and does not require you to upload your clients' accounting data to Banana servers. You decide where files are stored: on your computer, your firm's infrastructure or the cloud storage solution of your choice. Your clients' sensitive financial information remains under your control.
Try Banana Accounting
Discover how Banana Accounting can work alongside the tools you already use and help you expand the services you offer your clients.
The advanced features designed for accounting professionals are included in the Banana Accounting Advanced plan, at CHF 179/year.
Would you like to see how they could fit into your practice? We’ll be happy to provide you, upon request, with a free trial period of the advanced features, so you can explore them with your own accounting needs and workflows.